odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/manufacturing/reporting/allocation.md

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+---
+title: "Allocation reports"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/manufacturing/reporting/allocation.html"
+---
+
+==================
+# Allocation reports
+
+.. |SO| replace:: :abbr:`SO (sales order)`
+.. |SOs| replace:: :abbr:`SOs (sales orders)`
+.. |MO| replace:: :abbr:`MO (manufacturing order)`
+.. |MOs| replace:: :abbr:`MOs (manufacturing orders)`
+.. |RfQ| replace:: :abbr:`RfQ (request for quotation)`
+
+When fulfilling sales orders (SOs), or sourcing components for manufacturing orders (MOs), it is
+sometimes necessary to prioritize one |SO| or |MO| over another. In situations where there is
+insufficient stock on-hand to fulfill every |SO| or |MO|, ensuring that products and components are
+reserved for priority orders is essential.
+
+In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign products to specific sales
+orders |SOs|, or components to specific |MOs|. This ensures the products or components are available
+for those orders, and are not used by mistake.
+
+# Configuration
+
+To use allocation reports, the *Allocation Report for Manufacturing Orders* feature **must** be
+enabled. To do so, navigate to :menuselection:`Manufacturing app --> Configuration --> Settings`,
+and tick the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`. Then, click
+:guilabel:`Save`.
+
+For products that are sold, it is also necessary to configure them so they can be included in |SOs|.
+To do so, begin by navigating to :menuselection:`Inventory --> Products --> Products`, and select a
+product. Under the :guilabel:`Product Name` field on the product form, make sure that the
+:guilabel:`Can Be Sold` checkbox is ticked.
+
+# Allocate products
+
+To allocate products or components from an |MO| to an |SO|, or to a different |MO|, begin by
+navigating to :menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`. Click
+:guilabel:`New` to create a new |MO|.
+
+On the |MO| form, select a product in the :guilabel:`Product` field, and specify the quantity to be
+produced in the :guilabel:`Quantity` field. Finally, click :guilabel:`Confirm` to confirm the |MO|.
+
+The rest of the allocation workflow depends on the current on-hand quantity of the product being
+manufactured, and whether or not there are any |SOs| or |MOs| which require the product, but have
+not already been allocated units.
+
+If there **are** existing |SOs| and |MOs| that require the product, **and** there are too few units
+of the product on-hand to fulfill those orders, then an :icon:`fa-list` :guilabel:`Allocation` smart
+button appears at the top of the page as soon as the |MO| is confirmed.
+
+If there **are** existing |SOs| and |MOs| that require the product, **and** there are enough units
+of the product on-hand to fulfill those orders, then the :icon:`fa-list` :guilabel:`Allocation`
+smart button only appears at the top of the page once the |MO| has been marked as done, by clicking
+:guilabel:`Produce All`.
+
+.. image:: allocation/allocation-button.png
+   :align: center
+   :alt: The Allocation smart button at the top of an MO.
+
+> **note**:
+>    If there **are not** any existing |SOs| and |MOs| that require the product, the :icon:`fa-list`
+   :guilabel:`Allocation` smart button does not appear, even when the |MO| has been marked as done.
+
+Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the :guilabel:`MRP Reception
+Report` for the |MO|. This report lists open delivery orders or |MOs|, depending on the type of
+product produced in the original |MO|.
+
+## Allocate to delivery order
+
+If the |MO| contains a finished product, the report lists any open delivery orders for which
+quantities of the product have yet to be reserved.
+
+.. example::
+   An |MO| is created to produce three units of a *rocking chair*. Clicking the
+   :guilabel:`Allocation` smart button on the |MO| opens an allocation report that lists open
+   delivery orders that require one or more rocking chairs.
+
+Click the :guilabel:`Assign All` button to the right of a specific order to assign products for each
+quantity required to fulfill that order.
+
+.. example::
+   If an order requires one quantity of four units of the product, and one quantity of one unit of
+   the product, clicking :guilabel:`Assign All` assigns five units of the product to fulfill both
+   quantities.
+
+Alternatively, click :guilabel:`Assign` next to a specific quantity to only assign products to that
+quantity, and not any others in the order.
+
+.. example::
+   If an order requires one quantity of four units of the product, and one quantity of one unit of
+   the product, clicking :guilabel:`Assign` next to the quantity of one unit assigns a product to
+   that quantity, but leaves the quantity of four units without any products assigned.
+
+.. image:: allocation/product-reception-report.png
+   :align: center
+   :alt: The MRP Reception Report for an MO containing finished products.
+
+## Allocate to MO
+
+If the |MO| contains a component, the report lists any open |MOs| for which quantities of the
+component have yet to be reserved.
+
+.. example::
+   An |MO| is created to produce three units of *wood*, which is used as a component for the
+   *rocking chair* product. Clicking the :guilabel:`Allocation` smart button on the |MO| opens an
+   allocation report that lists open rocking chair |MOs| that require one or more pieces of wood.
+
+Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right of a specific |MO| to
+assign components to that |MO|.
+
+.. image:: allocation/component-reception-report.png
+   :align: center
+   :alt: The MRP Reception Report for an MO containing components.
+
+## Unassign products
+
+After assigning products to a quantity within a delivery order, or components to an |MO|,
+the :guilabel:`Assign` button turns into an :guilabel:`Unassign` button. Click :guilabel:`Unassign`
+to unreserve the assigned products from that quantity, making them available for other quantities.
+
+## Print labels
+
+After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the :guilabel:`Print Labels` or
+:guilabel:`Print Label` button to the right of either button becomes selectable. Selecting either
+button generates and downloads a PDF document with one label for each product that was assigned.
+These labels are used to designate each product as being reserved for that specific order.
+
+.. image:: allocation/assigned-labels.png
+   :align: center
+   :alt: The assignment labels generated by clicking Print Labels or Print Label.

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/manufacturing/reporting/oee.md

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+---
+title: "Overall equipment effectiveness"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/manufacturing/reporting/oee.html"
+---
+
+===============================
+# Overall equipment effectiveness
+
+.. |MO| replace:: :abbr:`MO (manufacturing order)`
+.. |OEE| replace:: :abbr:`OEE (overall equipment effectiveness)`
+.. |BoM| replace:: :abbr:`BoM (Bill of Materials)`
+
+In Odoo's *Manufacturing* app, *overall equipment effectiveness* (OEE) represents the amount of time
+a work center is fully productive. |OEE| is displayed as a percentage of the total time a work
+center is active.
+
+Fully productive time is considered to be time when the work center is operational **and**
+processing work orders that have not exceeded their *expected duration*.
+
+|OEE| helps manufacturing teams understand the efficiency of work centers, and the causes of
+manufacturing downtime.
+
+> **important**:
+>    Since |OEE| tracks work center productivity, using it requires enabling the work centers feature
+   in the settings of the Manufacturing app.
+
+   To do so, navigate to :menuselection:`Manufacturing app --> Configuration --> Settings`, and tick
+   the checkbox next to :guilabel:`Work Orders`, under the :guilabel:`Operations` heading. Then,
+   click :guilabel:`Save`.
+
+# Efficiency standards
+
+For |OEE| to accurately reflect the percentage of fully productive time for a work center, the work
+center **must** be properly configured with the correct productivity metrics. These include the work
+center's *time efficiency*, *capacity*, and *OEE target*.
+
+## Time efficiency
+
+Time efficiency represents the efficiency of a work center when processing work orders, and is
+represented as a percentage. A time efficiency value of 100% signifies that the work center
+processes work orders at the speed of the expected duration, as listed on a product's |BoM|. A value
+less than or greater than 100% signifies that the work center processes work orders slower or faster
+than an operation's expected duration, respectively.
+
+To set the time efficiency for a work center, navigate to :menuselection:`Manufacturing app -->
+Configuration --> Work Centers`, and select a work center. On the :guilabel:`General Information`
+tab, enter a numerical value in the :guilabel:`Time Efficiency` field.
+
+.. example::
+   Manufacturing a *chair* product requires two operations: *cut* and *assemble*. The product's
+   |BoM| lists an expected duration of 30 minutes for each operation.
+
+   The cut operation is carried out at the *cut station* work center, which has a time efficiency
+   value of 50%. This means it takes twice as long to complete the operation, for a total time of
+   one hour.
+
+   The assemble operation is carried out at the *assembly line* work center, which has a time
+   efficiency value of 200%. This means it takes half as long to complete the operation, for a total
+   time of 15 minutes.
+
+## Capacity
+
+Capacity represents how many units of a product can be produced in parallel at a work center. The
+duration of work orders for multiple units increases or decreases, based on how many units the work
+center can handle.
+
+To set the capacity for a work center, navigate to :menuselection:`Manufacturing app -->
+Configuration --> Work Centers`, and select a work center. On the :guilabel:`General Information`
+tab, enter a numerical value in the :guilabel:`Capacity` field.
+
+.. example::
+   A *drill station* work center has a capacity of one unit. An |MO| is confirmed for 10 units of a
+   *chair*, a product manufactured using the drill station.
+
+   Since there are ten times as many units to produce than the work center can handle at once, the
+   operation time is ten times the duration listed on the product's |BoM|.
+
+## |OEE| target
+
+The |OEE| target is the goal for how much of a work center's operating time should be fully
+productive time. It is displayed as a percentage, and should only be set as high as `100%`.
+
+To set the |OEE| target for a work center, navigate to :menuselection:`Manufacturing app -->
+Configuration --> Settings --> Work Centers`, and select a work center. On the :guilabel:`General
+Information` tab, enter a numerical value of `100.00` or less in the :guilabel:`OEE Target` field.
+
+# Calculating |OEE|
+
+|OEE| is represented as a percentage value between zero and 100. The value signifies the amount of
+time that a work center was fully productive. The remainder signifies the amount of time that the
+work center was operating at less than full efficiency. This can occur for a number of reasons,
+including *reduced speed*, *material availability*, and *equipment failure*.
+
+## Fully productive time
+
+For a work center to be considered fully productive, it must be able to receive work orders, have
+the components necessary to process work orders, and be operating within the expected duration of
+the work order it is processing.
+
+.. example::
+   An *assembly line* work center is not blocked, and receives a work order to assemble a *bicycle*.
+   The required components are available, so production begins as soon as they are picked and
+   delivered to the work center. The work order has an expected duration of 30 minutes, and is
+   completed in 27 minutes. All of this time is considered fully productive time.
+
+## Reduced speed
+
+When a work center is operating at reduced speed, it means that it is processing a work order that
+has exceeded its expected duration. While the work center may be operational, this is not considered
+fully productive time.
+
+.. example::
+   A *cutting station* work center receives a work order to cut boards for a *table*. The expected
+   duration of the work order is 15 minutes. The work order ends up taking 18 minutes to complete.
+   The work center is considered to have been operating at reduced speed during the three minutes
+   that exceeded the expected duration.
+
+## Material availability
+
+Material availability refers to situations where a work center is able to accept a work order, but
+the required components are not available. This can occur because the components are not in stock,
+or are reserved for a different order.
+
+.. example::
+   Manufacturing of a *bench* requires 20 units of *wood*. A manufacturing order (MO) is confirmed
+   for 10 units of the bench, but there is not enough wood in stock to begin manufacturing. The time
+   it takes to acquire the wood is recorded as material availability downtime.
+
+## Equipment failure
+
+Equipment failure signifies any period of time when a work center is unusable due to maintenance
+issues with its equipment. This can be due to equipment breaking down, or when a work center is shut
+down for scheduled maintenance. In these cases, a work center can be blocked using a
+:doc:`maintenance request <../../maintenance/maintenance_requests>`.
+
+.. example::
+   The drill at a *drill station* work center breaks down, causing the work center to be unusable. A
+   maintenance request is created to fix the drill, and the work center is blocked from receiving
+   work orders. It takes two hours to fix the drill, and make the work center available again. This
+   two-hour period is recorded as equipment failure downtime.
+
+# |OEE| reporting
+
+To view |OEE| reporting metrics for every work center, navigate to :menuselection:`Manufacturing app
+--> Reporting --> Overall Equipment Effectiveness`. This page shows the metrics for each work center
+with |OEE| data.
+
+Alternatively, to see |OEE| reporting metrics for a single work center, navigate to
+:menuselection:`Manufacturing app --> Configuration --> Work Centers`, and select a work center. At
+the top of the work center's form, click the :icon:`fa-pie-chart` :guilabel:`OEE` smart button.
+
+By default, the main |OEE| reporting page shows data in a bar chart, while the page for a specific
+work center shows it in a pie chart. To select a different chart type on either page, click the
+:icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or
+:icon:`fa-pie-chart` :guilabel:`(pie chart)` button above the displayed chart.
+
+It is also possible to see |OEE| data in a pivot view, or a list displaying each time entry, by
+clicking the :icon:`oi-view-pivot` :guilabel:`(pivot view)` or :icon:`oi-view-list` :guilabel:`(list
+view)` buttons at the top-right corner of the page.
+
+.. image:: oee/oee-report.png
+   :align: center
+   :alt: The dashboard of the OEE report.

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.md

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+---
+title: "Production analysis"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.html"
+---
+
+===================
+# Production analysis
+
+.. |MO| replace:: :abbr:`MO (manufacturing order)`
+.. |MOs| replace:: :abbr:`MOs (manufacturing orders)`
+
+The *Production Analysis* report provides statistics about products manufactured using Odoo's
+*Manufacturing* app. The report is useful when trying to understand production costs, manufacturing
+durations, and other important statistics about manufactured products.
+
+To open the Production Analysis report, navigate to :menuselection:`Manufacturing app --> Reporting
+--> Production Analysis`.
+
+> **important**:
+>    The :guilabel:`Production Analysis` report is one of many reports available across the Odoo app
+   suite. This documentation only covers the measures specific to the :guilabel:`Production
+   Analysis` report, along with a few use case examples.
+
+   For a full overview of the basic features available in most Odoo reports, see the documentation
+   on :doc:`reporting essentials <../../../essentials/reporting>`.
+
+# Measures
+
+*Measures* are the datasets that can be selected in the :guilabel:`Production Analysis` report. Each
+dataset represents a specific statistic about |MOs| in the database. Choose a measure by clicking
+the :guilabel:`Measures` :icon:`fa-caret-down` button, and selecting one of the options from the
+drop-down menu:
+
+The options displayed in the :guilabel:`Measures` :icon:`fa-caret-down` drop-down menu, and the
+order they appear in, differ depending on the filters, groupings, and comparisons enabled in the
+:guilabel:`Search...` bar. By default, the available measures appear as follows:
+
+- :guilabel:`Average Employee Cost/Unit`: the average cost paid to employees to produce one unit of
+  the product.
+- :guilabel:`By-Products Total Cost`: the total value of all by-products created by manufacturing
+  the product.
+- :guilabel:`Component Cost/Unit`: the average cost of the components required to produce one unit
+  of the product.
+- :guilabel:`Cost/Unit`: the average cost of producing one unit of the product, including component,
+  employee, operation, and subcontracting costs.
+- :guilabel:`Duration of Operations/Unit`: the average total duration of operations required to
+  produce one unit of the product.
+- :guilabel:`Quantity Demanded`: the total number of units of the product included in |MOs|.
+- :guilabel:`Quantity Produced`: the total number of units of the product that have actually been
+  produced.
+- :guilabel:`Total Component Cost`: the total amount spent on the product's components, across every
+  |MO| for the product.
+- :guilabel:`Total Cost`: the total amount spent manufacturing every unit of the product produced so
+  far.
+- :guilabel:`Total Duration of Operations`: the cumulative duration of every operation completed
+  while manufacturing the product.
+- :guilabel:`Total Employee Cost`: the cumulative amount paid to employees to manufacture the
+  product.
+- :guilabel:`Total Operation Cost`: the cumulative amount spent on operations required to produce
+  the product.
+- :guilabel:`Total Operation Cost/Unit`: the average cost of the operations required to produce one
+  unit of the product.
+- :guilabel:`Total Subcontracting Cost`: the cumulative amount paid to subcontractors to produce the
+  product.
+- :guilabel:`Total Subcontracting Cost/Unit`: the average cost of engaging a subcontractor to
+  produce one unit of the product.
+- :guilabel:`Yield Percentage (%)`: the total quantity of the product produced versus the total
+  quantity demanded, represented as a percentage.
+- :guilabel:`Count`: the total count of |MOs| created for the product.
+
+> **tip**:
+>    Only one measure can be selected at a time when one of the :icon:`fa-area-chart`
+   :guilabel:`(graph view)` options is enabled. However, multiple measures, and varying group-by
+   criteria (on the x and y axes), can be selected when using the :icon:`oi-view-pivot`
+   :guilabel:`(pivot table)`.
+
+# Use case: compare products
+
+One of the best uses for the :guilabel:`Production Analysis` report is comparing statistics about
+two or more products. This is accomplished by entering the products into the :guilabel:`Search...`
+bar, then selecting the necessary measure, filter, and grouping, to see the desired data.
+
+.. example::
+   Toy manufacturer *Tommy's Toys* is trying to reduce their manufacturing operation costs. To
+   accomplish this, they have decided to identify redundant products and cease manufacturing the
+   ones with higher operational costs.
+
+   Two of the toys that have been singled out for analysis are the *pogo stick* and *moon shoes*.
+   Tommy's Toys believes these two toys are so similar that they can stop manufacturing one, without
+   significantly impacting their product offering.
+
+   To compare operation costs for the toys, business analyst Mike opens the
+   :menuselection:`Manufacturing` app, and navigates to the :guilabel:`Production Analysis` page. In
+   the :guilabel:`Search...` bar, he enters the names of both products. Then, he opens the
+   :guilabel:`Search...` bar drop-down menu, and clicks :guilabel:`Product` in the :guilabel:`Group
+   By` section.
+
+   Below the :guilabel:`Search...` bar, Mike clicks on the :guilabel:`Measures`
+   :icon:`fa-caret-down` drop-down menu, and selects the :guilabel:`Total Operation Cost/Unit`
+   option. Finally, he selects the :icon:`fa-bar-chart` :guilabel:`(bar chart)` graph type.
+
+   With these options selected, the :guilabel:`Production Analysis` report shows a bar chart for the
+   current year, with one bar for each product, signifying the average operation cost for one unit
+   of the product.
+
+   With this data, Mike is able to see that the average operation cost for the moon shoes is almost
+   twice the cost of the pogo stick. Using this insight, Tommy's Toys decides to cease production of
+   moon shoes, thus lowering their average cost of manufacturing operations.
+
+   .. image:: production_analysis/use-case.png
+      :align: center
+      :alt: The bar chart comparing the operation costs of the pogo stick and moon shoes.
+
+# Use case: compare time periods
+
+The :guilabel:`Production Analysis` report can also be used to compare data for two different time
+periods. This is accomplished using the options in the :guilabel:`Comparison` section of the
+:guilabel:`Search...` bar.
+
+.. example::
+   Furniture company *Fanny's Furnishings* wants to compare their production costs for the first and
+   second quarters of 2024, to see which products they spent the most money producing in each
+   quarter.
+
+   To compare the two time periods, shop floor supervisor Adam opens the
+   :menuselection:`Manufacturing` app, and navigates to the :guilabel:`Production Analysis` page. He
+   begins by selecting the :icon:`fa-pie-chart` :guilabel:`(pie chart)` graph type option at the top
+   of the page.
+
+   > **important**:
+>       The :guilabel:`Comparison` feature is meant to be used with the :icon:`fa-pie-chart`
+      :guilabel:`(pie chart)` graph type, or the :icon:`oi-view-pivot` :guilabel:`(pivot)` view.
+
+      A :guilabel:`Comparison` option can still be selected with the other view types enabled, but
+      doing so does not change the way data is displayed on the report.
+
+   Next, Adam selects the :guilabel:`Total Cost` option from the :guilabel:`Measures`
+   :icon:`fa-caret-down` drop-down menu. This option displays the total amount spent producing each
+   product.
+
+   In the :guilabel:`Search...` bar drop-down menu, he leaves the :guilabel:`2024` filter enabled in
+   the :guilabel:`End Date` section, and enables the :guilabel:`Q2` filter as well. With both of
+   these time periods selected, the pie chart shows data for the second quarter of 2024.
+
+   Finally, Adam selects the :guilabel:`End Date: Previous Period` option in the
+   :guilabel:`Comparison` section of the :guilabel:`Search...` bar. Doing so causes the pie chart to
+   be split into an inner circle, and an outer ring.
+
+   The outer ring shows data for the selected time period, quarter two of 2024. The inner circle
+   shows data for the previous time period, quarter one of 2024.
+
+   > **note**:
+>       If :guilabel:`End Date: Previous Year` is selected instead of :guilabel:`End Date: Previous
+      Period`, the inner circle shows data for the selected time period, one *year* previous.
+
+      In the case of this example, it would show data for quarter two of 2023.
+
+   Using this report, Adam can see that the products with the highest total cost for quarter two are
+   the *bicycle* and *tricycle*. On the other hand, in quarter one, the *roller skates* had the
+   highest total cost.
+
+   .. image:: production_analysis/comparison.png
+      :align: center
+      :alt: The pie chart view of the Production Analysis report, with a comparison filter enabled.

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/manufacturing/reporting.md

@@ -0,0 +1,14 @@
+---
+title: "Reporting"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/manufacturing/reporting.html"
+---
+
+=========
+# Reporting
+
+.. toctree::
+   :titlesonly:
+
+   reporting/allocation
+   reporting/oee
+   reporting/production_analysis